Financial Strategies for Successful Retirement
Course Description and Objective:
This course will show you a conservative approach to wise money management and help you identify lifestyle issues facing retirees. Attendees will learn how to maximize income, investments, Social Security, and retirement plans. This course will show students how to protect their hard earned assets from erosion due to inflation and the possible cost of long term health care.
- Life Goals: Before and During Retirement
- Retirement Age and Living Expenses
- Investments
- Minimizing Income Tax Strategies
- Retirement Income
- Additional Considerations: Health Care, Long Term Care, etc.
